John Mugarian is a registered investment advisor at Familywealth, based in Pensacola, FL, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 407 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.
Fee Estimator
Location
4309 Spanish Trail, Pensacola, FL, 32504
Get directionsHistory
Regulatory History (2)
Regulatory
December 2016Customer Dispute
May 2003Other Business Activities
John is the Managing Member of 141 White Oak, LLC, which owns and manages a vacation property in Gatlinburg, Tennessee, since 2020. He spends minimal time on the management of this property.
Employment History
Current Registrations
Familywealth
Familywealth Asset Management
Previous Registrations
Mugarian Investment Group, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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